Group 1 - Cement stocks are generally active, with notable increases in share prices for companies such as Western Cement (+4.89%), Conch Cement (+3.69%), China Resources Cement Technology (+3.14%), and Huaxin Cement (+0.86%) [1] - The establishment of Xinjiang-Tibet Railway Co., with a registered capital of 95 billion RMB, is expected to significantly boost cement demand in the Xinjiang and Tibet regions, estimated at around 40 million tons over 8 years, averaging 5 million tons annually [1] Group 2 - The national cement market prices are stabilizing, with a slight increase of 20 RMB/ton in Henan and a decrease of 20 RMB/ton in Inner Mongolia [2] - The average shipment rate for cement companies in key regions is around 44%, indicating continued low demand due to adverse weather conditions [2] - Many regions are experiencing cement prices at or below cost levels, leading to increased pressure on profitability, prompting discussions on staggered production to alleviate operational stress [2]
港股异动 水泥股普遍活跃 重大项目持续推进 机构称“反内卷”大背景下价格易涨难跌